Client Success
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Recent activity by Client Success-
Data-Driven Analysis (Certification Course)
Course overview This 8-week program offers a comprehensive introduction to Data-Driven Analysis in Commercial Real Estate. Data is often siloed in inflexible platforms including PMS systems, census...
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Connect - The New Social Platform for CRE
Join EntityKeeper on the new social platform designed specifically for Commercial Real Estate Professionals! Connect does just what its name suggests...connect CRE professionals with other CRE prof...
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Creating an Entity Record
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July 2020 Release Notes
Our Org Chart Builder just keeps getting better! In this month's release, we are giving you the opportunity to begin building a library of your most used and favored org charts. Save Your Org C...
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Add User
As organizations evolve, team members need proper access to entities and information that supports their roles. Whether internal or third-party users, you can have peace of mind by tailoring user r...
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Changing an entity's color
To change the color of the entities displayed in your org chart follow the below steps: In the org chart view, click "Settings" in the right-side panel Click the "Entity Color" dropdown Select ...
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Creating Custom Fields
At EntityKeeper, we know that every organization has unique needs when it comes to managing entities. With custom fields, you can capture and centralize additional data points that matter most to y...
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Creating Ownership - In App [Video]
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Webinar: Effectively Managing Corporate Changes and CTA Reporting Requirements
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Upload Document or Image
Centralizing legal and compliance documents in EntityKeeper not only eliminates confusion and errors from sharing versions over email, but it protects sensitive documents from computer and hard-dri...